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CRD: 336797
ERK Wealth Advisors, LLC
LAS Vegas, NV, 89145
8186493940
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
1 Employees
27 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-26-2025
- Office Locations
- 1
Office Locations
10161 W Park RUN Drive Suite 150 LAS Vegas NV
About ERK Wealth Advisors, LLC
ERK Wealth Advisors, LLC is a LAS Vegas-based RIA. The firm has been operating for 1 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
46 AVG AGE
$5.6M AVG AUM / ADVISOR
$206.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Frontier foundation Vertex
Client Personas
Catalyst
Investment Themes
Peak capital Fusion meridian
Investment Vehicles
Horizon
Services
Atlas Crest Ridge quantum Optima catalyst Foundation Frontier Meridian insight
Owner & Executives
ERICA A ROACH
Chief Compliance Officer
- CRD
- #7148294
- Ownership
- Less than 5%
(859) 228-3862
summit.ember@vectorcapital.com
in linkedin.com/in/catalyst-signal
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,575,556 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,575,556 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,575,556
Public Funds:
49.2% Equity - Exchange:
12.2% Equity - OTC:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $415,304,130 | 49.2% |
| Equity - Exchange | $102,981,918 | 12.2% |
| Equity - OTC | $325,828,038 | 38.6% |
| Total | $844,114,086 | 100.0% |